Financial Sense® Advisors, Inc. President Financial Sense® Securities, Inc. President Registered Representative Financial Sense & Financial Sense Newshour Author & Host BrokerCheck
Jim Puplava is the president of Financial Sense Wealth Management. His professional designations include Certified Financial Planner, Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, Certified Annuity Specialist, Accredited Investment Fiduciary, Certified Social Security Specialist, Financial Planning & Wealth Management Professional, FINRA Series 7, Series 24, Series 65 and Life, Disability and Variable Insurance licenses (California insurance license #0685257). Jim was a branch manager for LPL Financial Services, LLC for 12 years. He has been the president of Financial Sense® Advisors, Inc. (FSA) since 1985. In 1996, Jim established the broker/dealer firm, Financial Sense Securities®, Inc and is its president. He also oversees the portfolio management team at Financial Sense Wealth Management and Financial Sense Securities, Inc.
He graduated cum-laude in political science from Arizona State University and then went on to earn a master’s degree in international management from the American Graduate School of International Management (Thunderbird). In 2007 and 2009 Jim was nominated by his clients and professional peers as one of the San Diego area’s best wealth managers.
Jim and his wife Mary live near their three sons and grandchildren and are involved in various philanthropic enterprises through their charitable foundation. Jim also loves reading, sailing and historical documentaries.